See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,156 | $89,753-83.1% | $107,525-85.9% | $84,808-82.1% |
| Participation rate | 45.5% | 68.1%-22.6pp | 75.1%-29.6pp | 68.3%-22.9pp |
| Annual return | 27.31% | 29.48%-2.2pp | 181.32%-154.0pp | 40.90%-13.6pp |
| Employer contribution / active EE | $1,461 | $3,113-53.1% | $3,754-61.1% | $2,631-44.5% |
| Participant deferral / active EE | $2,501 | $4,056-38.3% | $5,116-51.1% | $4,212-40.6% |
| Admin fee / account holder | $846 | $7,222-88.3% | $8,919-90.5% | $7,344-88.5% |